JP Morgan Chase
DHS icon

JP Morgan Chase’s WisdomTree US High Dividend Fund DHS Stock Holding History

JP Morgan Chase’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.41M Buy
64,790
+2,273
+4% +$253K ﹤0.01% 3081
2026
Q1 		$6.77M Buy
62,517
+9,648
+18% +$1.05M ﹤0.01% 3044
2025
Q4 		$5.38M Buy
52,869
+2,932
+6% +$295K ﹤0.01% 3241
2025
Q3 		$5.03M Buy
49,937
+5,630
+13% +$559K ﹤0.01% 3357
2025
Q2 		$4.25M Sell
44,307
-13,482
-23% -$1.27M ﹤0.01% 3301
2025
Q1 		$5.73M Buy
57,789
+6,167
+12% +$596K ﹤0.01% 3032
2024
Q4 		$4.82M Buy
51,622
+12,176
+31% +$1.17M ﹤0.01% 3377
2024
Q3 		$3.7M Buy
39,446
+1,323
+3% +$119K ﹤0.01% 3449
2024
Q2 		$3.22M Sell
38,123
-12,496
-25% -$1.06M ﹤0.01% 3389
2024
Q1 		$4.39M Buy
50,619
+6,495
+15% +$535K ﹤0.01% 3209
2023
Q4 		$3.63M Buy
44,124
+5,699
+15% +$446K ﹤0.01% 3368
2023
Q3 		$3M Sell
38,425
-635
-2% -$51.2K ﹤0.01% 3227
2023
Q2 		$3.11M Buy
39,060
+9,559
+32% +$765K ﹤0.01% 3222
2023
Q1 		$2.43M Buy
29,501
+22,112
+299% +$1.89M ﹤0.01% 3407
2022
Q4 		$635K Buy
7,389
+3,358
+83% +$284K ﹤0.01% 4363
2022
Q3 		$306K Sell
4,031
-38
-0.9% -$3.15K ﹤0.01% 4742
2022
Q2 		$335K Sell
4,069
-680
-14% -$59.3K ﹤0.01% 4782
2022
Q1 		$419K Buy
4,749
+24
+0.5% +$2.05K ﹤0.01% 4813
2021
Q4 		$390K Buy
4,725
+1
+0% +$80 ﹤0.01% 4990
2021
Q3 		$364K Sell
4,724
-162
-3% -$12.8K ﹤0.01% 4906
2021
Q2 		$382K Hold
4,886
– – ﹤0.01% 4862
2021
Q1 		$373K Hold
4,886
– – ﹤0.01% 4854
2020
Q4 		$339K Hold
4,886
– – ﹤0.01% 4584
2020
Q3 		$302K Sell
4,886
-777
-14% -$49.4K ﹤0.01% 4189
2020
Q2 		$353K Sell
5,663
-4,211
-43% -$259K ﹤0.01% 4006
2020
Q1 		$559K Buy
9,874
+6,149
+165% +$431K ﹤0.01% 3762
2019
Q4 		$286K Hold
3,725
– – ﹤0.01% 4534
2019
Q3 		$277K Sell
3,725
-564
-13% -$41.1K ﹤0.01% 4474
2019
Q2 		$310K Buy
4,289
+564
+15% +$40.8K ﹤0.01% 4466
2019
Q1 		$270K Sell
3,725
-1,059
-22% -$74.5K ﹤0.01% 4491
2018
Q4 		$312K Hold
4,784
– – ﹤0.01% 4372
2018
Q3 		$345K Hold
4,784
– – ﹤0.01% 4462
2018
Q2 		$335K Buy
4,784
+31
+0.7% +$2.14K ﹤0.01% 4344
2018
Q1 		$324K Hold
4,753
– – ﹤0.01% 4191
2017
Q4 		$346K Hold
4,753
– – ﹤0.01% 4229
2017
Q3 		$332K Sell
4,753
-1,090
-19% -$75K ﹤0.01% 3954
2017
Q2 		$399K Sell
5,843
-389
-6% -$26.6K ﹤0.01% 3809
2017
Q1 		$427K Sell
6,232
-548
-8% -$37.3K ﹤0.01% 3781
2016
Q4 		$456K Sell
6,780
-25,224
-79% -$1.65M ﹤0.01% 3817
2016
Q3 		$2.13M Sell
32,004
-23,448
-42% -$1.57M ﹤0.01% 2769
2016
Q2 		$3.7M Sell
55,452
-13,384
-19% -$857K ﹤0.01% 2472
2016
Q1 		$4.36M Buy
68,836
+52,714
+327% +$3.12M ﹤0.01% 2297
2015
Q4 		$951K Sell
16,122
-3,936
-20% -$233K ﹤0.01% 3142
2015
Q3 		$1.11M Hold
20,058
– – ﹤0.01% 3053
2015
Q2 		$1.19M Sell
20,058
-11,215
-36% -$687K ﹤0.01% 3193
2015
Q1 		$1.9M Buy
31,273
+343
+1% +$21.1K ﹤0.01% 2903
2014
Q4 		$1.9M Buy
30,930
+7,148
+30% +$433K ﹤0.01% 2989
2014
Q3 		$1.41M Buy
23,782
+305
+1% +$18.1K ﹤0.01% 3142
2014
Q2 		$1.4M Buy
23,477
+2,327
+11% +$134K ﹤0.01% 2724
2014
Q1 		$1.2M Sell
21,150
-2,730
-11% -$149K ﹤0.01% 2774
2013
Q4 		$1.32M Buy
23,880
+771
+3% +$41.7K ﹤0.01% 3011
2013
Q3 		$1.2M Buy
23,109
+380
+2% +$20K ﹤0.01% 3148
2013
Q2 		$1.18M Buy
+22,729
New +$1.19M ﹤0.01% 3147

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase's DHS Position: Q2 2026 in Review

JP Morgan Chase increased its WisdomTree US High Dividend Fund (DHS) stake by 3.6% in Q2 2026, buying an estimated $253K and bringing the position to 64,790 shares worth $7.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

JP Morgan Chase first reported a position in DHS in Q2 2013 and has held it in 53 quarters since. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • JP Morgan Chase held 64,790 shares of WisdomTree US High Dividend Fund worth $7.41M as of Q2 2026.
  • JP Morgan Chase bought 2,273 WisdomTree US High Dividend Fund shares in Q2 2026, an estimated $253K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3081 holding.
  • JP Morgan Chase first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.